AXIS LABS
Proposal · July 21, 2026 Prepared by Jason For your CRM, funnels, and website

Your CRM, funnels, and site,
working as one system.

I build GoHighLevel CRM automation and sales funnels, then connect them cleanly to your WordPress site so a visitor becomes a tracked lead and a nurtured customer without anything falling through the gaps. Forms, calendars, and tracking on WordPress feed straight into GoHighLevel, funnels capture and qualify, and automated follow-up keeps every lead warm. The result is one connected system from first click to closed customer, instead of a website, a CRM, and a funnel that never quite talk to each other.

GoHighLevel
CRM automation and sales funnels
WordPress
Connected so leads flow straight in
Automated
Follow-up that keeps every lead warm
One system
First click to closed customer
What's Broken Today

A website, a CRM, and a funnel that don't connect.

Most setups have all the pieces but no clean path between them. That gap is where leads and revenue quietly leak out.

🕳️

Leads leak between site and CRM

When your WordPress forms and pages are not wired into the CRM, inquiries land in an inbox or nowhere. The lead exists, but the system never catches it.

📉

Funnels with no follow-up

A funnel that captures a lead but does not nurture it is half a system. Without automated follow-up, warm prospects go cold before anyone reaches out.

🔁

Manual work fills the gaps

Your team ends up copying leads, sending follow-ups by hand, and stitching tools together. That manual glue is slow, error-prone, and does not scale.

The Build

One path, click to customer.

I set up GoHighLevel as the engine: a CRM structured around your pipeline, with custom fields, tags, and automations that match how you actually sell. On top of that I build sales funnels that capture and qualify leads, then connect everything to your WordPress site so forms, calendars, and tracking links feed straight into the CRM with no manual copying. Every new lead is tagged by source, dropped into the right pipeline stage, and enrolled in automated follow-up across email and SMS that stops the moment they reply or book. The whole thing is one connected path from a visitor landing on your site to a customer in your pipeline, and it is documented so your team can run and adjust it. We start with the highest-impact piece, prove it, and build out from there.

Services and Deliverables

What you get. Phase by phase.

Every phase ships something you sign off on before the next begins. CRM foundation, funnels, WordPress integration, then automation.

🧭
Phase 1
Audit and CRM Foundation
  • Review your current CRM, funnels, and website setup
  • GoHighLevel pipeline, stages, custom fields, and tags built to your sales process
  • Lead source tracking and data hygiene baked in
  • A build plan you approve before anything is wired up
🎯
Phase 2
Sales Funnels
  • Funnels that capture and qualify leads
  • Landing pages, forms, and calendars built in GoHighLevel
  • Opportunities created and routed automatically
  • Clear conversion paths for each offer
🔌
Phase 3
WordPress Integration
  • WordPress forms, calendars, and tracking wired into GoHighLevel
  • Embedded assets and clean handoff from site to CRM
  • Source attribution preserved end to end
  • No manual copying between the site and the CRM
⚙️
Phase 4
Automation and Engagement
  • Automated email and SMS follow-up sequences
  • Nurture that stops the moment a lead replies or books
  • Internal notifications so no lead waits too long
  • Pipeline automation keeping stages accurate
🤝
Phase 5 · Ongoing
Optimization Partner
  • New funnels and automations added as you grow
  • Ongoing tuning against what actually converts
  • Documentation and walkthroughs so your team can run it
  • Every account and workflow owned by you
Order of Build

Foundation to a connected system.

Each stage ships working pieces. Click any stage to see what it delivers.

What this stage delivers
  • Current CRM, funnels, and website reviewed
  • GoHighLevel pipeline, stages, fields, and tags built
  • Lead source tracking and data hygiene in place
  • A build plan you approve before wiring anything
What this stage delivers
  • Funnels that capture and qualify leads
  • Landing pages, forms, and calendars in GoHighLevel
  • Opportunities created and routed automatically
  • Clear conversion paths for each offer
What this stage delivers
  • WordPress forms, calendars, and tracking wired into GoHighLevel
  • Embedded assets and clean site-to-CRM handoff
  • Source attribution preserved end to end
  • No manual copying between site and CRM
What this stage delivers
  • Automated email and SMS follow-up sequences
  • Nurture that stops on reply or booking
  • Internal notifications and pipeline automation
  • Documentation and handoff for your team
Next Step

Let's connect your stack together.

A short call where I share my screen, look at your current CRM, funnels, and WordPress site, and map the cleanest path from a website visitor to a customer in your pipeline. We'll confirm the highest-impact piece to build first. Happy to walk through commercials on the call.